Avail Investment Partners provides financial planning and portfolio management for individuals and small businesses.
Avail Investment Partners reports 144 clients. They include 86 individual clients, 57 high-net-worth individuals and 1 investment company. Of its assets, 100.0% ($184M across 427 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 13% |
| High-net-worth individuals | 40% | 87% |
| Investment companies | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 86 | $23.9M | 12.9% | $277K |
| High-net-worth individuals | 57 | $160M | 86.8% | $2.81M |
| Investment companies | 1 | $429K | 0.2% | $429K |
| Total | 144 | $184M | 100% | $1.28M |
- Clients
- 86
- Regulatory AUM
- $23.9M
- AUM share
- 12.9%
- Avg. per client
- $277K
- Clients
- 57
- Regulatory AUM
- $160M
- AUM share
- 86.8%
- Avg. per client
- $2.81M
- Clients
- 1
- Regulatory AUM
- $429K
- AUM share
- 0.2%
- Avg. per client
- $429K
Total
- Clients
- 144
- Regulatory AUM
- $184M
- AUM share
- 100%
- Avg. per client
- $1.28M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Avail Investment Partners charges up to 1.35% a year for its Asset management. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- 529 plan management
- 529 plan accounts managed by Avail are charged 0.25% per annum of the plan account value, deducted by the custodian.
- Financial planning
- Flat fee of $2,500 to $15,000 depending on scope and complexity, paid at engagement or half at engagement and half on completion.
It has 8 employees, 6 of them in advisory roles.
Staff
- 8 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 10% to 25% of Avail Investment Partners, LLC
Geoffrey Caber
Control person · since July 2021
- Owns 10% to 25% of Avail Investment Partners, LLC
Martin Wildy
Control person · since July 2021
- Owns 10% to 25% of Avail Investment Partners, LLC
Derek Varner
Control person · since July 2021
- Owns 10% to 25% of Avail Investment Partners, LLC
Brett Greenfield
Control person · since July 2021
- Owns 5% to 10% of Avail Investment Partners, LLC
Stuart Feinzig
since July 2021
Avail Investment Partners’ regulatory assets grew 2.0× from $93.2M (April 2022) to $184M (March 2026); clients rose from 93 to 144 and employees from 5 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $184M | 144 | 8 | 8 |
| Mar 2025March 2025 | $140M | 123 | 8 | 5 |
| Mar 2024March 2024 | $105M | 138 | 6 | 2 |
| Mar 2023March 2023 | $90.8M | 102 | 8 | 1 |
| Apr 2022April 2022 | $93.2M | 93 | 5 | 1 |
Besides its headquarters, Avail Investment Partners has 7 offices (3 private residences, listed without an address), with 5 listed addresses across 4 states.
Pennsylvania · 2 listed addresses
- 801-1 Pike Street, LemontHQ
- 801-1 Pke Street, Lemont
Massachusetts · 1 listed address
- 177 Huntington Avenue, Boston
Texas · 1 listed address
- 1751 River Run, Fort Worth
Virginia · 1 listed address
- 13513 Rivermist RD, Midlothian
Contact and registration details
- Legal name
- Avail Investment Partners, LLC
- Headquarters
- 801-1 Pike Street, Lemont, PA 16851
- Website
- availinvest.com
- Phone
- 814-996-7206
- @avail-investment-partners
- SEC file
- 801-122134
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Avail Investment Partners’ named custodians for separately managed accounts are Fidelity ($161M, 89%) and Charles Schwab ($20.8M, 11%). Avail Investment Partners has custody of client assets.
- FidelityFidelity Investments · Boston, MA · $161M89%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $20.8M11%
At year end, Avail Investment Partners’ separately managed accounts were mostly in funds (63%) and stocks (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $130M across 199 positions; the largest are Nvidia Corporation (5.7%), iShares TR (4.4%) and iShares TR (3.9%).
What the accounts hold
- Stocks29%
- Funds63%
- Registered funds60%
- Pooled vehicles3%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash4%
- Other1%
- Cds1%
How many clients does Avail Investment Partners have?
Avail Investment Partners has 144 clients and manages $184 million for them, as of March 2026. They include 86 individual clients, 57 high-net-worth individuals and 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does Avail Investment Partners offer?
Avail Investment Partners provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Avail Investment Partners charge?
Avail Investment Partners charges up to 1.35% a year for its Asset management. The fee is billed in advance and is negotiable.
Which custodians does Avail Investment Partners use?
Avail Investment Partners’ separately managed account assets are held at Fidelity Investments (Boston, MA), with $161M and Charles Schwab & Co., Inc. (Westlake, TX), with $20.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does Avail Investment Partners have?
Avail Investment Partners has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Avail Investment Partners invest in?
At the end of its last fiscal year, Avail Investment Partners’ separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 4% cash and equivalents, 3% pooled vehicles (private funds and similar), 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: CDS.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Avail Investment Partners?
Avail Investment Partners’ direct owners are Geoffrey Caber, Martin Wildy, Derek Varner, Brett Greenfield and Stuart Feinzig, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does Avail Investment Partners get paid?
Avail Investment Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Avail Investment Partners?
Avail Investment Partners’ main office is at 801-1 Pike Street, Lemont, PA 16851. Its phone number is 814-996-7206. Its website is availinvest.com.
